ShareDo Foundations
Recorded at the end of 2025
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This is our library of recordings of online webinars presented by experts on various subjects.
Recorded at the end of 2025
Thank you for attending our standard three-day ShareDo Modeller training course. This article provides a summary of the key topics covered during the se...
James presented this info session on Notifications in Clio Operate on 22nd April 2026. Chapters 00:00 Introduction and Agenda02:56 Demo: In-app Notifica...
In this webinar, recorded on 15th April 2026, Sarah takes us through what Clio Operate is and how you use it in your legal business. Chapters 00:00 Intr...
In this webinar, recorded on the 25th March 2026, James takes us through email templates. Chapters: 00:00 Agenda01:55 Knowledge Base introduction03:30 E...
Discover the key features and functionalities of list views in ShareDo.
The 7.10 release introduced a powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics...
In this Overview session, James demonstrates the basic use of ShareDo from a user perspective, with a quick look at the Modeller. Chapters 00:00 End-us...
Session 1 of 3 This is the first of three sessions introducing Document Templating in ShareDo. James presented it on November 5, 2025. Chapters 00:00 Ag...
22nd October 2025
In this Overview session, James demonstrates the basic use of ShareDo from a user perspective, with a quick look at the Modeller and Admin areas. Chapte...
In this session, recorded on the 9th of July 2025, Jennie takes us through an introduction to Business Process Management and Notation. Chapters 00:00 I...
16 July 2025
In this Advanced Modeller Techniques session, James takes us through a couple of areas of the Modeller in ShareDo: Business Rules Calculated Fields and ...
Clare takes us through the best practices for ShareDo Solution Architects in this presentation, recorded on July 23, 2025. Chapters 00:00 Introduction00...
Introduction to Finance Session 1 of 3 In this, the first of three sessions on Finance in Clio Operate presented on June 11, 2025, Fran provides an over...
These four sessions of the Configurators Overview course were presented in May 2025. The sessions cover an overview of the Modeller and Admin sections, ...
2nd April 2025, 9th April 2025, 16th April 2025
In this training session, recorded on March 5th, 2025, Alex provides a short overview of Workbenches and Portals and how to customise them based on Pers...
The Developer's Guide consists of four training sessions presented in February 2025. The sessions cover troubleshooting ShareDo issues, extending ShareD...
Introduction to ShareDo Users, Teams, and Permissions, presented by James on the 29th January, 2025. The PowerPoint deck is available here: Users, Teams...
This recording is an overview of configuring and using time recording in ShareDo. This training video was recorded on the 15th of January, 2025. For m...